The Macro Dirt Podcast The Jack Lambert Podcast
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Aug 6, 2025 The hosts dive into the legendary Jack Lambert's impactful NFL career, highlighting his toughness and key moments from the 70s Steelers. They explore the importance of a no complaining mindset, analyzing current economic trends and market shifts. Recent fluctuations in bond yields and their implications for the Federal Reserve are discussed, alongside insights into precious metals and cryptocurrencies. The conversation also touches on the intersection of politics and banking, capped off with light-hearted travel tales and nostalgic sports memories.
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Power of No Complaining
- Jared Dillian stopped complaining about things after discussing with John Gordon.
- He realized complaining gives power to problems and makes them stronger.
Market Moves and Yield Trades
- Bond yields fell on weak ISM services and payroll data with markets wary of Fed Chair choices.
- Tactical trading favors buying dips and mean reversion in yields, signaling equity opportunities.
Precious Metals versus Dollar
- Gold shows relative strength despite dollar rallies, while silver and platinum show early signs of recovery.
- The interplay between metals and dollar moves is key to watching precious metals trends.
